Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Duane Woodworth is a financial advisor with Bessemer Investor Services, Inc. David has over 30 years of experience in the industry. David is registered in 18 states and holds the Series 7, 24, 63 and 65 licenses, as well as the SIE. David is an experienced financial advisor with a strong track record of success.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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CA
04/19/2001 - Present
Bessemer Investor Services, Inc. (SAN FRANCISCO CA)
CA
02/28/1996 - 04/14/2000
ROUND HILL SECURITIES, INC. (ALAMO CA)
NY
12/18/1992 - 02/29/1996
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IA
Issued 08/31/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/16/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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